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DJBAJG's avatar
DJBAJG
Icon for Helper IV rankHelper IV
3 years ago
Solved

Creating a Prior Month Indicator Column - that works year over year

"that works year over year" - That's the trick   I've got one that works if the year is the same ie. I can get June 2022 if it's currently July 2022 but once it changes to January 2023 I can't get ...
  • TomMartens's avatar
    3 years ago

    Hey DJBAJG ,

    this DAX statement shows how to create a running month index column:

     

    calendar = 
    var dateStart = DATE( 2022 , 1 , 1 )
     var dateEnd = DATE( 2023 , 12, 31 )
     return
    
     ADDCOLUMNS(
        CALENDAR(
            dateStart
            , dateEnd
        )
        , "runningMonthIndexCalendar"
            , var YearsNoOf = YEAR( [Date] ) - YEAR( dateStart )
            var MonthNoOf = MONTH( [Date] )
            return
            YearsNoOf * 12 + MonthNoOf
     )
            

     

    Here is a screenshot that shows that the index is incremented from December 2022 to January 2023.

    Using this index will help to get the previous month's name or will help to shift dates by months for more sophisticated date-related calculations.

    This adds a column to the calendar table that holds the prev month name:

    , "Year Month (prev)"
                , var eomprev = EOMONTH( [Date] , -1 )
                return
                FORMAT( eomprev , "YYYY MMM" )

    Another screenshot:

    Regards,
    Tom